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Managing Visio Shape Assignments

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Written by Ashok P
Updated over 11 months ago

The Manage Shape Assignments feature allows you to pick Shapes and Page Types and assign them to Categories/Subcategories as well as giving you visual feedback as to what Shapes are assigned to which Category/Subcategory.

This is a good interface to assign or re-assign Shapes to multiple Categories/Subcategories. This is the opposite of the Manage Category Assignments feature.

In the D-Tools SI window within Visio, click the Manage Shapes button and select Manage Assignments > Shapes.

manage assignements shapes.png

This will open the Manage Shape Assignments form.

manage shapes form.png

When you select a Shape from a Stencil in the Shapes section for the form, the associated Categories/Subcategories will display in the Assigned Categories section of the form.

In this example, I selected the "Media Server" shape from the "Elevation Shapes" Stencil.

selected shape.png

You can also choose to assign shapes to Categories/Subcategories.

In this example, I want to assign the "DVR" Shape from the "Elevation Shapes" Stencil to a Category/Subcategory. So I select the shape and then click the Assign button.

assign button.png

This will open up the Assign Categories to Shapes form. Here I selected the Video Sources/DVR Category/Subcategory.

assign_categories_to_shapes.png

Click the Assign button on the form and you will be brought back to the Manage Shape Assignments form where you will see that the Category/Subcategory has been assigned to the Shape.

assigned shape.png

Click Save and Close or Save if you want to continue managing your assignments.

save button.png
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